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Putnam Dynamic Asset Allocation Bal A (PABAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.80+0.09 (+0.54%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.40%
5-year average return7.77%
Number of years up22
Number of years down7
Best 1-yr total return (2 Jul 2024)35.20%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.20%
Worst 3-yr total return2.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPABAXCategory
YTD10.47%9.69%
1-month1.92%0.91%
3-month2.54%5.21%
1-year18.46%27.06%
3-year4.27%11.00%
5-year7.84%10.26%
10-year6.82%8.34%
Last bull market20.69%15.58%
Last bear market-12.17%-12.16%

Annual total return (%) history

Year
PABAXCategory
2024
N/AN/A
2023
17.56%N/A
2022
-15.72%N/A
2021
13.32%N/A
2020
12.48%11.72%
2019
17.30%19.23%
2018
-7.21%-5.76%
2017
15.18%13.21%
2016
6.68%7.34%
2015
0.30%-1.93%
2014
9.44%6.21%
2013
19.00%16.48%
2012
14.14%11.72%
2011
-0.62%-0.11%
2010
14.36%11.83%
2009
35.20%24.13%
2008
-33.21%-28.00%
2007
1.89%5.99%
2006
12.62%11.29%
2005
6.99%5.13%
2004
8.87%8.86%
2003
21.36%20.35%
2002
-12.28%-12.02%
2001
-6.42%-5.05%
2000
-2.62%1.82%
1999
18.30%10.71%
1998
11.65%13.52%
1997
16.16%19.63%
1996
17.59%13.70%
1995
24.12%25.63%
1994
N/A-2.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.73%2.54%N/AN/A
20235.13%4.28%-2.42%9.89%
2022-5.27%-12.17%-4.00%5.52%
20212.91%6.31%-0.49%4.09%
2020-13.19%13.38%4.86%8.99%
20199.21%2.74%0.54%3.98%
2018-1.99%1.81%3.80%-10.41%
20173.85%2.62%3.73%4.20%
2016-0.35%1.51%3.48%1.91%
20152.99%-0.59%-5.09%3.22%
20142.33%3.51%-0.26%3.58%
20136.33%-0.03%4.73%6.89%
20129.17%-2.25%5.74%1.16%
20114.21%0.26%-11.35%7.30%
20104.99%-6.71%9.16%6.97%
2009-3.45%16.13%14.46%5.34%
2008-6.58%-0.26%-11.37%-19.13%
20071.43%3.09%-0.10%-2.46%
20063.98%-0.66%4.14%4.69%
2005-0.17%2.20%2.90%1.92%
20042.76%-0.87%-0.18%7.07%
2003-1.98%12.05%2.11%8.22%
20021.65%-6.33%-12.00%4.69%
2001-7.57%4.74%-10.80%8.37%
20002.42%-1.79%0.86%-4.01%
19991.35%3.58%-1.35%14.23%
19989.38%0.02%-11.25%15.00%
19970.86%10.19%6.78%-2.12%
19964.22%4.15%3.83%4.34%
19954.44%6.84%6.87%4.08%
1994-1.10%3.40%-0.34%N/A

Rank in category (by total return)

YTD8
1-month26
3-month19
1-year7
3-year21
5-year31

Load adjusted returns

1-year11.64%
3-year2.23%
5-year6.57%
10-year6.19%